Overview

Katelyn Holbrook assists clients with estate planning, trust and estate administration and litigation matters pertaining to trusts and estates in Maryland and the District of Columbia. She regularly assists and represents beneficiaries, interested persons, personal representatives, trustees, and creditors.

Understanding it is often difficult to handle legal matters, particularly while grieving the death of a loved one, Katelyn is compassionate, straightforward, and transparent with her clients by communicating frequently to ensure everyone is on the same page. One client noted that Katelyn helped them feel “heard” during the most difficult time in their life.

Katelyn advises clients on minimizing tax liabilities by utilizing tax planning strategies including lifetime gifting and charitable contributions. She also guides and represents clients through the probate and trust administration process, including assembly of assets, preparation of inventories and accountings, preparing taxes, assessing creditor claims, and properly distributing to beneficiaries.

Outside the office, Katelyn loves to read and travel. She believes the best vacations are defined by the people you spend them with, not the places you go.

Honors and awards

• Listed as “Rising Star” by Maryland Super Lawyers (2023-present)

Community involvement

• Local Neighborhood Home Owners Association (Board of Directors, 2023-Present)

Professional memberships

• Montgomery County Estate Planning Council (Member, 2024)
• Montgomery County Bar Association (New Practitioners Co-Chair; Executive Committee Member; Leadership Academy Fellow)
• Catholic University of America, Columbus School of Law – Journal of Law and Technology, (Former Editor in Chief (published citation: 26 Cath. U. J. L. & Tech (2018 – 2019) Issue 1 and Issue 2))